KWM
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KerberRose Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

KerberRose Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$325K Buy
+2,948
New +$325K 0.26% 75

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FCH
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CCMG
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Envestnet Asset Management
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Betterment LLC
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Bank of America
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UBS Group
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return